Bringing peace of mind
in an ever-changing
world

Gracechurch Wealth Management LLP is one of the largest Independent Financial Advisers in the Milton Keynes area. We are proud not only of our record in providing high quality advice, but also in developing systems to ensure our clients receive the very highest levels of ongoing advice and service.

Gracechurch Wealth Management LLP are able to create bespoke financial plans which may not rely upon arranging products unless this is necessary to achieve your stated objectives. Where appropriate, we source products and investments across the whole marketplace ensuring we find the best value for money solution for your needs. We pride ourselves on the in-depth research we perform and the care and due diligence we take in selecting the most appropriate financial planning solutions for our clients.

The primary objective of the team at Gracechurch Wealth Management LLP is to get to really know our clients and forge long standing relationships with them, as their trusted adviser. This means we are used to dealing with multi-generational families and what can sometimes be their complex needs.

We provide tailored investment solutions designed to meet client needs and match an investor’s risk profile, with all advice being provided by our team of highly qualified financial planners. Our key role is to make sense of your money, help you achieve the life you want for yourself and explain any complex issues, in plain English.

Perhaps the greatest gift we can bring clients is peace of mind. The peace of mind that comes from knowing your financial affairs are in order and the comfort of knowing that whatever happens in future, your trusted adviser will be there to guide you through any challenges.

The benefits of seeking advice

 

Discover these here

We can assist you in the following areas:

For individuals

Knowledge hub

To assist your understanding of financial matters, along with access to CAP guides and fund factsheets.

Learn more

Support hub

Practical information to protect and guide you, plus details of how we can assist those who need a little extra help.

Learn more

Our accolades

 

FTAdviser Top 100 award

We are proud and delighted to be listed in the FTAdviser Top 100 Financial Advisers list for 2022. This showcases some of the best advice firms in the country. This award is based on Financial Clarity data, from ISS Market Intelligence and thus is a truly independent assessment.

STEP PRIVATE CLIENT AWARD – Finalist STEP

STEP (Society of Trust and Estate Planning) is the leading global professional body for professionals working in the Private Client sector. It is multi-disciplinary with members from the legal, accountancy and banking professions, as well as wealth management. STEP hold annual awards and we have been a finalist in the Financial Adviser Team of the Year category for six consecutive years between 2017 and 2022.

2018 Women In Investment Award – Finalist

Our Portfolio Manager, Abrunnaher Shifa, reached the top 10 finalists for Fund Analyst of the Year, at the inaugural 2018 Women in Investment Awards.

TESTIMONIALS

What our clients say about us

“Very happy with service. Terry was very patient with us and very knowledgeable”.

AW, client of Terry Stuart:
Chartered Financial Planner

“As always, we continue to be extremely happy with all areas of the service provided”.

SM, client of Jason Bevan:
Partner

“The best financial adviser I have encountered, as an investor of forty years’ experience. Charges are fair and related to the complexity of the product advised”.

GS, client of David Hine:
Partner

“I was put at ease even though a lot of the information I found was quite complicated”.

DB, client of Robin Bone:
Senior Advisor

“Mon was and has been fantastic throughout the entire process, and I’m looking forward to continuous dealings in the future”.

JP, client of Mon Vadgama:
Independent Financial Adviser

“Can’t be better”.

LS, client of Jason Bevan:
Partner

“First class responsive service and advice provided with short timescales. Thanks”.

AM, client of David Hine:
Partner

“I received clear concise information from the onset. Alongside the duty of care from my advisor and the team in a very stressful situation. Excellent – well done all at Gracechurch. Very much appreciated”.

BP, client of Leisl Hunter:
Independent Financial Advisor

“Appreciated being given contact details and info on a firm providing wills. Good communication between firm and adviser to sort out financial details”.

TG, client of Terry Stuart:
Chartered Financial Planner

“Thank you, Mark, for being so patient, understanding and for explaining everything so clearly”.

EC, client of Mark Wesley:
Senior Consultant

“As always, a high standard of documentation and explanation”.

CM, client of Terry Stuart:
Chartered Financial Planner

“I am very pleased with the smooth transaction to Gracechurch. I am extremely impressed with the depth of knowledge that Richard has. Well done Gracechurch”.

DD, client of Richard Lawrance:
Chartered Financial Planner

“Very pleased – Mark is knowledgeable and confident, and with the firms’ ability to deliver service and manage my retirement funds effectively”.

CF, client of Mark Wesley:
Senior Consultant

“Terry is always very helpful and supportive. He can be relied upon to provide an excellent service.The information that is sent out by yourselves is very thorough and laid out in clear and simple terms”.

JB, client of Terry Stuart:
Chartered Financial Planner

“I feel relieved and confident everything is sorted out, and Jason was excellent”.

Client of Jason Bevan:
Partner

“We have come to expect excellent service, particularly from Terry Stuart”.

RB, client of Terry Stuart:
Chartered Financial Planner

“I am always treated in a respectful way, even though our portfolios are rather small”.

NN, client of David Hine:
Partner